How do I record payments and print the invoice and the receipt?

The traveller wants a piece of paper proving they paid, and you want a record proving what you received and when.

Recording a payment

1. Open the invoice and add a payment: amount, payment date, payment method and reference.
2. The payment status and the remaining amount update automatically.
3. From Payments — Figure 1 — you see everything collected, filtered by period and payment method.

Printing

1. From the invoice page press Print — Figure 2; that is the copy you hand to the customer.
2. Next to each payment press receipt to print a separate receipt voucher for it.

Notes

• Record the payment on its real date, not the date you entered it; collection reports are built on the payment date.
• Put the transfer number in the reference; it saves you an hour of bank reconciliation at month end.
• Do not hand over tickets or visas on a partially paid invoice without a written agreement.